Client Relationship Consultant

1 month ago

Madison, Wisconsin, United States U.S. Bank Full time
Job Description

At U.S. Bank, we're committed to delivering exceptional customer experiences and building strong relationships with our clients. As a Client Relationship Consultant, you will play a critical role in achieving this goal by engaging with customers through multiple channels, including in-person, by appointment, and virtually. Your primary objective will be to provide expert counsel and adapt a digital-first mindset to meet the evolving needs of our clients.

Key Responsibilities
  • Build and foster relationships with clients through proactive outreach and follow-up, asking questions and learning about their financial needs and banking channel preferences.
  • Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
  • Maintain a working knowledge of consumer and business banking products and services, including digital products and services.
  • Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
  • Develop collaborative partnerships with branch team members and partners to best serve clients.
  • Open new consumer and business accounts, complete service requests, and submit credit applications.
  • Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
  • Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
Requirements
  • High school diploma or equivalent.
  • Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training.
Preferred Skills/Experience
  • Proven ability to build and foster relationships with clients through proactive outreach and follow-up.
  • Ability to effectively engage and communicate with clients.
  • Advanced knowledge of applicable bank and branch policies, procedures, and support systems.
  • Thorough knowledge of all retail products and services.
  • Proven customer service and interpersonal skills.
  • Experience in participating in sales campaigns/promotions.
  • Experience with using and demonstrating digital products and self-service technologies.
  • Ability to explore and identify a customer's true needs while leveraging a digital-first mindset.
  • Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer needs both reactively and proactively.
  • Experience in the financial services industry preferred.
Benefits
  • Healthcare (medical, dental, vision).
  • Basic term and optional term life insurance.
  • Short-term and long-term disability.
  • Pregnancy disability and parental leave.
  • 401(k) and employer-funded retirement plan.
  • Paid vacation (from two to five weeks depending on salary grade and tenure).
  • Up to 11 paid holiday opportunities.
  • Adoption assistance.
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law.

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.

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